Account Teaming, New Customer Dashboard, and 1:Many Emails Enhanced
January 4, 2024 Release Notes
Account Teaming
- Create as many Account Teaming roles as you like to represent the account team.
- Enhanced Customer Dashboard with Customer Logo, Region & Account Team.
- Roles are Actionable Placeholders in 1:Many Emails, Automation, and the Grid.
- Filter by Role across the reporting suite.
- Map Roles in the CRM Integration to be automatically sync'd into ClientSuccess.
- Account Team Roles supported with Role-based Selector
- Updated page title for the CSM Engagement report to be called Team Member Engagement report when Account Teaming is enabled
- Global Settings>Customers - Added Primary Role column
1:Many Emails
- Allow Users to Remove Email Recipients in 1:Many Preview Audience Mode
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